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Private Investigator Security Guard Services LICENSE RENEWAL USER GUIDE License Renewal User Guide Version: 01.01.2021 Ohio Department of Public Safety Private Investigator Security Guard Services 1970 W. Broad Street PO Box 182001 Columbus, OH 43218-2001 www.pisgs.ohio.gov

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Page 1: License Renewal User Guide - Ohio PISGS...LICE NSE RENEWAL USER GUIDE License Renewal User Guide Version: 01.01.2021 Ohio Department of Public Safety ... Please upload a copy of your

Private Investigator Security Guard Services

LICENSE RENEWAL USER GUIDE

License Renewal User Guide

Version: 01.01.2021

Ohio Department of Public Safety Private Investigator Security Guard Services

1970 W. Broad Street PO Box 182001

Columbus, OH 43218-2001

www.pisgs.ohio.gov

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PISGS License Renewal User Guide Page 2 of 25

Introduction

The purpose of this user guide is to provide current PISGS license holders who have online access with instructions on how to renew main office licenses, branch office licenses, and qualifying agents using the Renew License online process. If you do not currently have online access, we strongly recommend that you create an online account as soon as possible.

Click on link for instructions https://pisgs.ohio.gov/links/IDM-General-Instructions.pdf

Table of Contents

Documents and Information Required ......................................................................................... 3

Creating Your Account .................................................................................................................. 5

Password Reset for Existing Account Users .............................................................................. 9

Login .............................................................................................................................................. 10

Menu ............................................................................................................................................ 111

Renew License and Branches .................................................................................................. 122

Renew Qualifying Agent …………………………………………………………………………….... 16

Transaction Cart ........................................................................................................................... 18

Pay by Credit Card ....................................................................................................................... 20

Pay by Personal Check ................................................................................................................ 22

Confirmation Receipt ................................................................................................................... 23

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Documents and Information Required

To renew your license online, you must have a valid User Name and Password to access the PISGS online system. If you do not have online access, please go to page 5, Creating Your Account, for further instructions. Prior to beginning the Renew License process, make sure all required documents are in electronic format (i.e., .doc, .docx, .PDF, .jpg, .jpeg, or .png format) so they can be uploaded with your license renewal application. SOLE PROPRIETOR Sole proprietors do not require an Ohio Secretay of State certificate of good standing unless they are structured as a corporation. Sole proprietors that use a trade name are required to upload a Full Force & Effect/Letter of Good Standing Certificate from the Ohio Secretary of State. ALL SECRETARY OF STATE CERTIFICATES MUST BE DATED AFTER DECEMBER 1, 2020 To request certificates,

call (614) 466-3910 option 1 or request one online at https://cogs.ohiosos.gov/index.aspx.

Sole proprietors who have employees are required to upload worker’s compensation and unemployment compensation documentation (see below). ALL COMPANIES All companies require proof of insurance and are required to upload their General Comprehensive Liability Insurance Coverage Acord. Corporations, LLC, Partnerships, and Sole Proprietors with employees require the following documents to be uploaded: Worker’s Compensation – Questions regarding worker’s compensation are to be directed to the Ohio Bureau of Worker’s Compenstion at 800-644-6292 or go to https://www.bwc.ohio.gov/

Proof of Coverage – If you had employees during the previous license year, you must have a BWC certificate of premium payment. (If your workers comp coverage is on your insurance acord, you would upload your insurance acord).

Proof of Exemption – If you had no employees and you were not required to obtain worker’s compensation coverage for the previous license year, you must provide a signed and dated letter on your company letterhead stating no employees were employed from March 1 of the past year through March 1 of the current year.

Unemployment Compensation – Please contact the Ohio Department of Job and Family Services (ODJFS) at 614-466-2319, Extension 22487 for the following:

Proof of Coverage – If you had employees and obtained the proper unemployment compensation coverage for the previous license year through the ODJFS, you must upload a current proof of unemployment insurance coverage letter from ODJFS. Contribution reports are not acceptable.

Proof of Exemption – If you had no employees during the previous license year, you must upload a current non-liable account letter from ODFJS.

Ohio Secretary of State – For information on how to request certificates, go to the Ohio Secretary of State website

https://cogs.ohiosos.gov/index.aspx or call (614) 466-3910 option 1. ALL CERTIFICATES MUST BE DATED AFTER

DECEMBER 1, 2020. Either a current certificate of good standing or full force and effect certificate from the Ohio Secretary of State is required. Corporations and sole proprietors whose business is structured as a corporation would submit a good standing certificate (otherwise sole proprietors do not submit one). Businesses structured as LLC, LP and LLP will submit a full force and effect certificate dated after December 1, 2020. Trade Name If you registered a trade name that is different from your company or sole provider name, a full force and effect certificate from the Ohio Secretary of State is required dated after December 1, 20. General Comprehensive Liability Insurance Coverage

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Insurance Acord – Please upload a copy of your current insurance acord with coverage expiring 4/1/2021 or later. The certificate holder must list the Ohio Department of Public Safety, PO Box 182001, Columbus OH 43218-2001. NOTE: All Branch offices being renewed must be included with their physical address on the acord. See example of Acord at this link: http://www.pisgs.ohio.gov/PISGS-InsuranceAcordSample.pdf

Qualifying Agent Photograph

Each Qualifying Agent must include a color photograph taken within the last twelve months. The photograph should be 600X600 pixels in size, of the individual’s head and shoulders on a plain light colored background. The photo should not include head coverings, dark glasses, or blue tooth. The uploaded photo must be larger than 50 kb and less than 200 kb. For examples of photo tips see links below, General Photo Tips iPhone Photo Tips Android Photo Tips

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Creating Your Online Account Creating a new user in Identity Manager

Click on: https://services.dps.ohio.gov/IdentityManager

- Click on Register only then follow the prompts

Do not enter email or password at this point

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Enter your email address two times and enter the Captcha correctly. Click on Register Button

Here is the confirmation screen

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Check your email and click on the link provided

The new account page should be opened with your email id displayed Fill all the fields. Create a strong password by following all the rules.

Click on Register button

- You should be navigated back to PISGS application screen.

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- If you live out of state, skip validation, then select Private Inv. Security guard Services from the list.

Requesting access to a current company

Select the option shown below and enter your name and the company license number. Click on Submit New User Request button

Company will be notified someone is requesting access.

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Password Reset for Existing Account Users

Forgot password/Troubleshooting

Note: The PISGS staff cannot help you with resetting passwords, as Identity Manger is a third party authentication platform. Please use Get Help link from the Login Page that you will always have access to if a password reset is necessary. From the Login Page click on “Get Help”. The following screen will show, just follow the instructions.

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Login After your registration in Identity Manager is completed, go to www.pisgs.ohio.gov

Select Resources for Licensed companies in the menu

On the next page select Existing Provider Company Log In or click the link

https://services.dps.ohio.gov/IdentityManager/Login And do the following:

1. Enter your User Name (your email address).

2. Enter your Password (created when registering in Identity Manager).

3. Click the Login button.

4. The system will display a company menu screen with various applications listed on the left-hand side (as shown below)

5. Under the PISGS logo you will see company name, license number, license status, license expiration and insurance expiration date.

6. During provider renewal period the provider renewal application status will be shown. If you haven’t yet submitted your license renewal, a message will be in red indicating the number of days remaining until your license expires

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Menu

1. Click on the Renew License selection in the left navigation frame (see above).

2. The system will display the PISGS Renew License screen showing your company name, trade name (if you use

a trade name), main office license information and all branch offices (if you have branch offices) (example below).

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Renew License and Branches

Main Office

No action is necessary. The system assumes you want to renew your main office license. Branch Office (will only display if your company has one or more branch offices)

The Branch Office licenses Renew radio button is set to renew. If you want a branch office license to expire, click the “Let Expire” radio button and the system will not renew the branch office license. **Please note, any registrants registered to a branch that is selected for “let expire” will also expire, unless they are transferred to another branch before the provider renewal is processed.

Sole Proprietor

If you are a sole proprietor and you do not use a trade name, the system recognizes that you do not use a trade

name and automatically selects the first radio button.

If you are a sole proprietor and you use a trade name, you will click the box to the left of the second statement and you will have to upload a Full Force and Effect Certificate from the Ohio Secretary of State dated after December 1, 2019. To request a certificate call (614) 466-3910 option 1 or go to https://cogs.ohiosos.gov/index.aspx.

Worker’s Compensation

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If you had employees during the previous license year, you will click the radio button to the left of the first

statement. If you had no employees, you will click the radio button to the left of the second statement. Regardless of which choice you make, you must upload proof of coverage or exemption to support your choice.

Unemployment Compensation

If you had employees during the previous license year, you will click the radio button to the left of the first

statement. If you had no employees, you will click the radio button to the left of the second statement. Regardless of which choice you make, you must upload proof of coverage or exemption to support your choice if you had no employees during 2019.

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Ohio Secretary of State

A corporation or sole proprietor whose business is structured as a corporation, please upload a certificate of good

standing OR a full force & effect certificate for the company name (see Ohio Secretary of State under Required Documents Guidelines). Businesses structured as LLC, LP and LLP will submit a Full Force and Effect Certificate instead of the good standing certificate. Certificates must be current (dated after December 1, 2019). To request a

certificate, call (614) 466-3910 or request one online at: https://cogs.ohiosos.gov/index.aspx.

Businesses using a trade name need to provide a Full Force and Effect Certificate from the Ohio Secretary of State dated

after December 1, 2019. To request a certificate call (614) 466-3910 or go to https://cogs.ohiosos.gov/index.aspx.

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General Comprehensive Liability Insurance Coverage

All companies are required to upload a copy of their current insurance Acord with PISGS listed as the certificate holder. All branch office addresses being renewed must appear on this insurance Acord in the description of operations box. If the parent company address is listed as the insured and is different than the Ohio main office location, the Ohio address must be listed in the description of operations box on the acord. The Current Insurance Acord (insurance expiration must be dated after 4/1/20) with certificate holder listed as:

Ohio Department of Public Safety, PISGS, PO Box 182001, Columbus OH 43218.

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Qualifying Agent

All companies must renew at least one (1) qualifying agent. If you don’t renew at least one qualifying agent, the system will not allow you to renew your license.

Each qualifying agent will be displayed. If you choose not to renew one, you must select the “No” radio button. If you select “No” the qualifying agent will not be renewed.

You may change any information on this screen that is not disabled. For example, the QA’s name, social security number and birth date are disabled, but the address, phone numbers, email address, etc. are enabled.

You must upload a passport style photo of the qualifying agent, not more than one year old, that conforms to the standards under the Required Documents Guidelines section. The format must be either a .jpg, .jpeg, or .png format.

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When you are finished with the renewal process, make sure you click the button.

Hitting the button will save uploaded documents, in case you need to come back to the application later. After hitting the SAVE button, you will see the date the document was last uploaded. To change or replace a document, you must always hit the SAVE button again.

If you click the button without saving, you will have to re-start the renewal process from the beginning.

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Transaction Cart After hitting the “Add to Cart” button, the system will automatically take you to the transaction cart to pay the fees. Click the box to the left of the Renew License transaction. A check (√) mark will be displayed in the box. If you do not pay, the application will disappear from cart after 14 days.

To remove a transaction, selecting the remove button will delete the application and all fees associated, so you will need to start all over.

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Select Payment Type

Click OK

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Pay by Credit Card

If you selected “Credit Card” as your method of payment, the following screen will be displayed:

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Pay by Personal Check

If you selected “Bank Account” as your method of payment, the screen on the following page will be displayed:

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Confirmation Receipt

**YOUR LICENSE RENEWAL IS NOT CONSIDERED IN “RENEWING” STATUS UNTIL IT IS PAID FOR**

The system will display a Confirmation Information screen displaying the information used to make your payment.

You will then be redirected back to the PISGS database (see below):

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If for some reason your screen does not contain all the information, please contact PISGS for a copy. When you are logged into PISGS, you can see the status of your license renewal on your home page as shown below:

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The above screen shows the application was returned for corrections. Click on “select” to view the application and to

see why it was returned. The reason will be highlighted in yellow as shown below:

Once corrections are made, select the resubmit button at the bottom on the page. PISGS will review the application

again. If something is still not correct, PISGS will send another email.